How to add a shipping charge to an invoice in Microsoft Office Small Business Accounting, in Microsoft Office Accounting Professional, or in Microsoft Office Accounting Express

Article ID: 934836 - View products that this article applies to.
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INTRODUCTION

This article describes how to add a shipping charge to an invoice in Microsoft Office Small Business Accounting, in Microsoft Office Accounting Express, or in Microsoft Office Accounting Professional. You can add a shipping charge by using an account or by using an item.
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Method 1: By using an account

Create an account that you can use to add shipping charges

  1. On the Company menu, click New Account.
  2. Click the type of account that you want to use to add shipping charges, and then click OK.
  3. To create a new account, fill in the required fields, and then click Save and Close.

Create an invoice that includes a shipping charge

  1. On the Customer menu, point to New, and then click New Invoice.
  2. In the Customer name list, click the appropriate customer.
  3. In the Products and services pane, click Account in the Type list of the first column.
  4. In the Name column, click the new account that you created.
  5. In the Line Total column, type the amount that you want to charge for shipping.
  6. Click Save and Close.

Method 2: By using an item

Create an item that you can use to add shipping charges

  1. On the Customer menu, point to New, and then click New Item.
  2. Click either Non-Inventory or Service. This is the type of item that you want to use to add shipping charges.
  3. Click OK.
  4. To create a new item, fill in the required fields, and then click Save and Close.

    Note If you have a standard amount that you want to charge for shipping, type this amount in the Sales Price field.

Create an invoice that includes a shipping charge

  1. On the Customer menu, point to New, and then click New Invoice.
  2. In the Customer name list, click the appropriate customer.
  3. In the Products and services pane, click Item in the Type list of the first column.
  4. In the Name column, click the new item that you created.

    Note If you do not have a standard amount that you charge for shipping, you must type an amount in the Line Total column.
  5. Click Save and Close.
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Properties

Article ID: 934836 - Last Review: September 10, 2011 - Revision: 2.0
APPLIES TO
  • Microsoft Office Accounting Professional 2008
  • Microsoft Office Accounting Express 2008
  • Microsoft Office Accounting Professional 2007
  • Microsoft Office Accounting Express 2007
  • Microsoft Office Small Business Management Edition 2006
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